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USB-Symbol

US Bancorp
USB

Name Position Handelswert Veränderung
Aktien 		Anteils-
änderung
CA
2001
Centerpoint Advisors
Massachusetts
8.000 $ – – –
APW
2002
Allied Private Wealth
Florida
7.899 $ +7.228 $ +129 Neu
FWA
2003
Flagship Wealth Advisors
Massachusetts
7.399 $ +6.836 $ +122 Neu
IPS
2004
Investors Portfolio Services
Washington
6.894 $ – – –
CFSG
2005
Community Financial Services Group
Vermont
6.754 $ – – –
PWA
2006
Principia Wealth Advisory
Texas
6.584 $ +336 $ +6 +6 %
MFP
2007
Meramec Financial Planners
Missouri
6.349 $ -3.250 $ -58 -37 %
PS
2008
Planning Strategies
Pennsylvania
6.221 $ +5.771 $ +103 Neu
BH
2009
Burk Holdings
Oklahoma
6.100 $ – – –
CWP
2010
Clark Wealth Partners
Illinois
6.092 $ – – –
SC
2011
Stance Capital
Massachusetts
6.040 $ +5.603 $ +100 Neu
MWPCG
2012
Measured Wealth Private Client Group
New Hampshire
5.919 $ -11.207 $ -200 -67 %
IMA Advisory Services
2013
IMA Advisory Services
Colorado
5.848 $ +5.379 $ +96 Neu
TFC Financial Management
2014
TFC Financial Management
Massachusetts
5.799 $ +953 $ +17 +22 %
TAP
2015
Tounjian Advisory Partners
Florida
5.564 $ -1,77 Mio. $ -31.564 -100 %
DF
2016
Downshift Financial
Colorado
5.074 $ +4.707 $ +84 Neu
TD Capital Management
2017
TD Capital Management
Tennessee
4.999 $ +56 $ +1 +1 %
HIW
2018
Holos Integrated Wealth
Pennsylvania
4.843 $ – – –
Gleason Group
2019
Gleason Group
Kentucky
4.772 $ +4.427 $ +79 Neu
Financial Management Professionals
2020
Financial Management Professionals
Texas
4.691 $ – – –
CFM
2021
Cornerstone Financial Management
Massachusetts
4.349 $ +1.961 $ +35 +95 %
HIA
2022
HFM Investment Advisors
New Jersey
3.926 $ +1.961 $ +35 +117 %
GFL
2023
Granite FO LLC
New Hampshire
3.866 $ – – –
CBIZ Investment Advisory Services
2024
CBIZ Investment Advisory Services
Ohio
3.835 $ – – –
PJC
2025
Phillip James Consulting
Minnesota
3.805 $ – – –
79 80
81
82 83